Introducing split rules
Efficiently managing incoming payments is essential, particularly for transactions allocated across multiple accounts. Split rules streamline this process by automatically distributing payments based on predefined criteria. These rules are especially useful for handling transactions like foreign payments and returned direct debits by automatically separating charges in bank statement lines.
Hinweis
You can enable Split Rules from the Continia Feature Management page.
Additionally, split rules facilitate the allocation of payments across various cost categories, such as leasing contracts that include insurance and maintenance fees, ensuring accurate posting to different G/L accounts and dimensions.
Split rules can:
- Distribute payments across different accounts and account types.
- Assign custom posting groups.
- Apply specific dimensions to transactions.
To learn more about split rules and how to configure them, refer to the Setting up split rules article